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Jun 5, 2013
06/13
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environment that's vibrant and that's what we're getting. >> absolutely. our product is geared to first time home buyers who typically struggle for down payments. so we actually make it possible for first time home buyers to buy mortgages. and jim, i'm glad to tell you that may was a record month for us. we did $4.6 billion in new insurance written. and what's more, fico went up more so it's exciting times for us in terms of volume. >> and what's going on in terms of -- you do have some interesting commentary about what happens to some of these older mortgages that eventually -- you -- the reserves can still have to go up on some of these, right? >> well, the way the reserve process works is as a mortgage ages, we typically assign more reserves to it. we are seeing a lot of mortgages age and not go into foreclosure, which raises the question as to whether some of them will ever go into foreclosure. something has to be wrong with them. >> that's what i was leaning toward. if we see these numbers that say 10% housing increase, case-shiller, what that really
environment that's vibrant and that's what we're getting. >> absolutely. our product is geared to first time home buyers who typically struggle for down payments. so we actually make it possible for first time home buyers to buy mortgages. and jim, i'm glad to tell you that may was a record month for us. we did $4.6 billion in new insurance written. and what's more, fico went up more so it's exciting times for us in terms of volume. >> and what's going on in terms of -- you do have...
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Dec 21, 2013
12/13
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in an environment where retail has been kind of inconsistent with some really good and bad tjx stands out among the best. it understands the value oriented mindset. tjx sells brand name merchandise at bargain prices, a few hundred more in canada and europe. the company can do that because of its business model and terrific execution. other retailers need to offload their inventory. maybe they've too much inventory after holiday. tjx swoops in and buys stuff for cash. they turn around and sell that same merchandise to you. it works because the company knows the product the customers want and it has a top notch team in place. this means that tjx can procure the merchandise in a few weeks, whereas a normal retailer needs about six to nine months to get merchandise. they're not just buying an already finished product from the store. not only does tjx have a great concept, but it's also got a truly impressive growth story. it has a quarter of its sales from outside the u.s. tjx plans to double its store count long term as well as expansion of new countries, primarily europe, where they alr
in an environment where retail has been kind of inconsistent with some really good and bad tjx stands out among the best. it understands the value oriented mindset. tjx sells brand name merchandise at bargain prices, a few hundred more in canada and europe. the company can do that because of its business model and terrific execution. other retailers need to offload their inventory. maybe they've too much inventory after holiday. tjx swoops in and buys stuff for cash. they turn around and sell...
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Mar 13, 2013
03/13
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in 2005 the company brought in a new ceo and he restructured the airline so it can make money in any environment. right now spirit has 45 planes and they use those planes more efficiently than the competition. keeping them in the air eight, 13 hours a day and same for jetblue and 10.5 hours for southwest. the company outfits its planes with more seats in the competition and the spirit airbus a-320 and there are 178 seats, so you have two pilots burning the same amount of fuel, paying the same landing fees and less leg room, but the ticket price is also much, much lower. plus unlike other airlines spirit unbundles everything. you have to check your bags and you have to pay for it. same with big carry-on bags and buying food and drinks. it has a balance sheet and $40 million in cash and that's incredible. it's also a growth story as the company plans to grow capacity by 21.5% year over year in 2013. they can triple the number of planes they have. the stock has more than doubled since they became public in may 2011. i've been trading at 11 times next year's earnings and let's talk mel baldanza. mr.
in 2005 the company brought in a new ceo and he restructured the airline so it can make money in any environment. right now spirit has 45 planes and they use those planes more efficiently than the competition. keeping them in the air eight, 13 hours a day and same for jetblue and 10.5 hours for southwest. the company outfits its planes with more seats in the competition and the spirit airbus a-320 and there are 178 seats, so you have two pilots burning the same amount of fuel, paying the same...
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Dec 20, 2013
12/13
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in an environment where retail has been inconsistent and with some really good and really bad, tjx stands out among the best. understands the consumers' new value branded mindset. sells brand-name merchandise at bargain basement prices at more than 2,600 stores across the u.s. the company can do that because of the business model and terrific execution. when other retailers need to offload their inventory, maybe too much after a holiday and they also have to bring in new merchandise, tjx swoops in and buys the stuff for cash, for far less than its retail value. then they turn around and sell that same merchandise to you. it works because the company's fabulous at knowing what kind of the product the customer wants and buying excess inventory from the other retailers around the country. this model means that tjx can procure in a couple of weeks where a normal department store needs six to nine months. because they're not buying an already finished product from another store. that's what's so fast about this. not only a great concept, one that's been taking shares from likes of kohl's and j
in an environment where retail has been inconsistent and with some really good and really bad, tjx stands out among the best. understands the consumers' new value branded mindset. sells brand-name merchandise at bargain basement prices at more than 2,600 stores across the u.s. the company can do that because of the business model and terrific execution. when other retailers need to offload their inventory, maybe too much after a holiday and they also have to bring in new merchandise, tjx swoops...
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121
Jun 20, 2013
06/13
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in this environment this is a terrific business model. i wish i had known more about your company before the big run but i think people at home, now you recognize these brands. this is who profits from them. that's neil cole, chairman, president, and ceo of iconix brand group. i wish i could point to some good research. it's really the transcripts themselves because the analysts don't really understand it. "mad money's" back after the break. >> announcer: coming up, well designed? restoration hardware's ipo got investors up off the couch. more than doubling since it made its debut. after reporting, it surged 25% in the past week alone. so is it in need of some rest? or should you be pounding the table for more? find out in cramer's exclusive. >>> a lot of stocks are crushed today but not the stock of restoration hardware. the high-end home furnishings retailer, which finished up. it was at $72.07. it was up 39 cents for the day just a smidge off its 52-week high. here's a stock that's been downright unstoppable in part because of the risi
in this environment this is a terrific business model. i wish i had known more about your company before the big run but i think people at home, now you recognize these brands. this is who profits from them. that's neil cole, chairman, president, and ceo of iconix brand group. i wish i could point to some good research. it's really the transcripts themselves because the analysts don't really understand it. "mad money's" back after the break. >> announcer: coming up, well...
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Sep 11, 2013
09/13
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my view, the fact is, in this environment, your portfolio does need some international exposure. we're at a moment where the united states economy seems to be stalling while the rest of the world is taking off. india is on the risky side. there's no denying it's got growth. and if the central bank can get inflation under control, you want more exposure to india through the indian stock market. ponsi is right to recommend an etf that owns a diverse variety of indian companies. trying to make a bet on a country, you bet on the country. my charitable trust does this with both europe, through vanguard ftse euro and japan, japan hedged equity etf, the dxj. those are completely developed markets. so if you want some of the high risk/high reward exposure, the wisdom tree india etf may be the way to go. the emerging markets suggest that india in particular could be ready to break out to all-new highs. amazing. let's say new levels. not highs. that's putting words in his mouth. he thinks new levels. he likes the wisdom tree india etf, the e.p.i. and as long as you're aware of the risk, if
my view, the fact is, in this environment, your portfolio does need some international exposure. we're at a moment where the united states economy seems to be stalling while the rest of the world is taking off. india is on the risky side. there's no denying it's got growth. and if the central bank can get inflation under control, you want more exposure to india through the indian stock market. ponsi is right to recommend an etf that owns a diverse variety of indian companies. trying to make a...
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Sep 10, 2013
09/13
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pays 4.1% yield, although you have to be careful in the rising interest rate environment. let's check in with jay michael stice, ceo, to learn about the prospects. welcome to "mad money." >> thank you. >> now, there has been a lot of controversy of late with master limited, because people felt they didn't have commodity risk, but they did. how am i sure you do not have commodity risk? >> we're very fortunate that we're very young company, only began in 2008, and ultimately created mlp i believe is best in class. we saw the risk that some of the mlps incurred with high commodity price risk and uniquely structure contracts to where we didn't have any commodity price risk. zero. it's all fee-based business revenue entirely. >> what happens if people decide you know what, we're not going to use as much natural gas. don't you get hurt? >> actually, we don't. our contracts employ other structures like cost of service or vix volume commitments that protect you on the down side so volume protection goes with this no commodity price risk. >> people presume you are able to raise you
pays 4.1% yield, although you have to be careful in the rising interest rate environment. let's check in with jay michael stice, ceo, to learn about the prospects. welcome to "mad money." >> thank you. >> now, there has been a lot of controversy of late with master limited, because people felt they didn't have commodity risk, but they did. how am i sure you do not have commodity risk? >> we're very fortunate that we're very young company, only began in 2008, and...
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Jun 28, 2013
06/13
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they can do anything they want to the environment. i think that's a shame, but that's the way it is. what's the difference between building a car, shipping it up by union pacific. you should if you want profitable growth for shareholders, build it. >> it goes back to the original vision. we contribute to development and security, follow rules both on quality and emissions. every vehicle that we sell helps lower the cost. so i think it's a great model that's different. >> i know from speaking to alcoa that they have to put a new plant in the midwest, but we're not going to tell you why. you have such demand for trucks. >> clearly to improve our quality and material, absolutely key technology. >> you're hiring in many places. >> i think it's one of the most exciting things. we've gone through the deepest recession we've had. it's a slow recovery, and we are now over the next couple of years going to hire another 12,000 employees. they're just great jobs and great careers and we, ford and the united states, are competing with the best co
they can do anything they want to the environment. i think that's a shame, but that's the way it is. what's the difference between building a car, shipping it up by union pacific. you should if you want profitable growth for shareholders, build it. >> it goes back to the original vision. we contribute to development and security, follow rules both on quality and emissions. every vehicle that we sell helps lower the cost. so i think it's a great model that's different. >> i know from...
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Aug 16, 2013
08/13
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however, there have been changes in the regulatory environment. our products are approved in china, but they change. already some changes they require in labelling. there are labeling requirements that we have to continue to meet those standards. we are continuing to meet those standards as we, you know, requested by the chinese government. but that changes a lot and we're trying to stay up to it and that's something we're constantly following. my team is working really hard at that to insure we will have a good product, good labeling, indeed, meet demand for the product required in china. >> i got to tell you, this could be an exciting time. i want to follow you guys. i want to see how this works with ireland. i thought your presentation was very convincing. i'm never worried about the evolution of the company, because you made it and made it and every time that someone's gotten off, they've made the wrong decision. it will be wrong to get off now. that's joe popp from perrigo, a great growth company, remember, growth, how many companies do we ha
however, there have been changes in the regulatory environment. our products are approved in china, but they change. already some changes they require in labelling. there are labeling requirements that we have to continue to meet those standards. we are continuing to meet those standards as we, you know, requested by the chinese government. but that changes a lot and we're trying to stay up to it and that's something we're constantly following. my team is working really hard at that to insure...
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Jul 30, 2013
07/13
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we make sure all the traffic get to the right tool, whatever tool is helping them run to their environment, we make sure that traffic gets to that tool when it's required. >> how about the wrong traffic? what do do you about that? >> the wrong and right is really defined by the customer. so what's right and what's wrong? i'll give a very tangible example, jim. a lot of our customers have moved their networks up. you said very eloquently at the start. as networks are getting faster and more significant, the tools that watch those networks are fundamentally being left behind. we help them identify the right traffic and seasoned just the right traffic to the tool. what's the most significant, what's the important application running on the network today? what's the most important location of your network? is it a point of sale transaction? is it a credit card transaction? what is the most important to watch and we'll send that transaction on to the management tool and discard what may be irrelevant in their overall scheme. the people cruising the web may not be relevant at this point in time.
we make sure all the traffic get to the right tool, whatever tool is helping them run to their environment, we make sure that traffic gets to that tool when it's required. >> how about the wrong traffic? what do do you about that? >> the wrong and right is really defined by the customer. so what's right and what's wrong? i'll give a very tangible example, jim. a lot of our customers have moved their networks up. you said very eloquently at the start. as networks are getting faster...
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Apr 12, 2013
04/13
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as a place to find consistent companies with bountiful dividends and especially in this environment where you can't get much yield from treasuries or certificates of deposit, thanks to the fed. you always want a nice, high-yielding dividend stock in your portfolio. those of you who are looking for income from your investments rather than pure price appreciation might want more than one high-yielder as long as you stay diversified. but while i've been telling you to buy stocks like johnson & johnson along with merck and glaxosmithkline, after spending two weeks highlighting my favorite growth biotech names, i need you to know that there are also plenty of drug stocks you do not want to own. like i've been saying, all phrma names are not created equally. and it's important to be able to recognize the stock that's a sell. and why that stock is different from all these other drug companies that are buys. and that's why for tonight's thursday's regular sell block, i want to tell you about a drug company you absolutely do need to avoid. i'm talking about teva pharmaceutical industries, t-e-v-a
as a place to find consistent companies with bountiful dividends and especially in this environment where you can't get much yield from treasuries or certificates of deposit, thanks to the fed. you always want a nice, high-yielding dividend stock in your portfolio. those of you who are looking for income from your investments rather than pure price appreciation might want more than one high-yielder as long as you stay diversified. but while i've been telling you to buy stocks like johnson &...
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Jan 16, 2013
01/13
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the low-ends retail environment is more competitive. they have to become more promotional, code word for more discounts. in order to hold their own, they vo have to put real pressure on margins. the higher payroll taxes on consumers, it's very hard to make the case that dollar stores can be owned here. it's true companies have big long-term growth stories, and they have to expand store base around the country. that's not a reason to buy them as long as existing stores have so much trouble. at this point, dollar stores may be too cheap to go much lower, dollar tree sells 14 times earnings, and when their historical multipliers are higher, however, there is no catalyst that can get that multiple to expand. no catalyst to drive this stock higher, and that makes buying them frankly a big no-no. you said to me, jim, give me something in the space. you want something in the space? i say go with cramer fave five below. five for you home gamers. i've been a big fan of this company since it became public in july, and -- philadelphia based and if
the low-ends retail environment is more competitive. they have to become more promotional, code word for more discounts. in order to hold their own, they vo have to put real pressure on margins. the higher payroll taxes on consumers, it's very hard to make the case that dollar stores can be owned here. it's true companies have big long-term growth stories, and they have to expand store base around the country. that's not a reason to buy them as long as existing stores have so much trouble. at...
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144
Jun 14, 2013
06/13
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my question is, given the current worries around the global economic environment, what's your opinion on citigroup? >> i want to buy citi. michael korbeck is doing a terrific job. he's probably in ukraine. he's like in a hundred countries. i think the situation is good. a lot of people are spreading bad rumors, i think they're not true. i think citigroup is very undervalued, i want to own the stock. yes, sir? >> hi, i'm zach from detroit. detroit boo-yah for you. >> i'm going to give you a gm boo-yah. >> awesome. my question is about gigamon. they had a great ipo. they're down 8% today. >> that's your opportunity. it has both -- it has both actual profitability and accelerating revenue growth. it's going to be one of the best ipos i believe for 2013. yes? >> matt and gavin from new york city. on this rainy day, we are helping our family offices and we have a question for you today about utilities. >> a lot of our family offices and our high net worth individuals we advise they're looking to getting out of fixed income and come back into the equity markets. we have contracted income an
my question is, given the current worries around the global economic environment, what's your opinion on citigroup? >> i want to buy citi. michael korbeck is doing a terrific job. he's probably in ukraine. he's like in a hundred countries. i think the situation is good. a lot of people are spreading bad rumors, i think they're not true. i think citigroup is very undervalued, i want to own the stock. yes, sir? >> hi, i'm zach from detroit. detroit boo-yah for you. >> i'm going...
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104
Jun 22, 2013
06/13
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eye 104
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until the stock market adjusts to the higher trade environment, the little tnx was what we needed to predict the markets. unless they hang out here for a while and maybe go lower, meaning the tnx stabilizes or going down in price then we'll go down. this is the pied piper of the s&p. particularly on the day when the fed had the meeting and this was going down, the s&p was kind of staying the same and then it followed it. well, i mean, the interest rates were going up. the s&p was doing nothing. and then when the s&p saw the interest rates go up after a little bit, this thing, boom. this tells you first that's why we'll follow it. now, do you think i'm being too binary? there's an interesting question. no. i'm just old. i've got a memory for previous periods of interest rate volatility. i used to trade bonds for a living and then the interest rate competition for bonds. i cared more about the bonds than stocks. the bond market was much bigger -- is much bigger than the stock market. if rates were going higher i went net short, i had more money bet against stocks than against them. if
until the stock market adjusts to the higher trade environment, the little tnx was what we needed to predict the markets. unless they hang out here for a while and maybe go lower, meaning the tnx stabilizes or going down in price then we'll go down. this is the pied piper of the s&p. particularly on the day when the fed had the meeting and this was going down, the s&p was kind of staying the same and then it followed it. well, i mean, the interest rates were going up. the s&p was...
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Jun 22, 2013
06/13
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it's pulled back since then, but they're the kind of tech that will work in the new environment of higher rates and a stronger economy. especially with the competitor like dell which will soon be hobbled misery like james caan, steve king in a misguided attempt to go private or pay it out with borrowed money. look at the best performers for the year now that we're entering the first half. that's netflix, best buy, hewlett-packard in addition to micron and amd. all i can say is take your pick. si in texas. >> caller: hey, jim, what do you think about r.r. donnelley. do you see more upside to this stock? >> you know, it's so funny, a lot of time the viewers call and they're asking -- it drives me crazy -- about a stock that i can't figure out how the heck it got there to begin with. i thought that yield was too high. i thought the dividend would be in trouble. i thought they'd cut it. let's do this for si. let's do a segment on how a stock like donnelley could come back from the dead. i promise that. it's a another lazarus stock. maybe we'll do a lazarus series starting next week. stewart i
it's pulled back since then, but they're the kind of tech that will work in the new environment of higher rates and a stronger economy. especially with the competitor like dell which will soon be hobbled misery like james caan, steve king in a misguided attempt to go private or pay it out with borrowed money. look at the best performers for the year now that we're entering the first half. that's netflix, best buy, hewlett-packard in addition to micron and amd. all i can say is take your pick....
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136
Apr 10, 2013
04/13
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especially in an environment like this one where people are worried about the global economy, you can count on it here in the united states staying low for a real long time. when interest rates are likely to stay this low, investors from all over the globe flee low-yielding bonds and certificates of deposit and they flock to united states' higher yielding dividend stocks, the ones that have great balance sheets. that's why even though big pharma is the antithesis of sexy, hot in 2013, and why i wanted to give you the panoply, the overview of the larger pharmaceutical names that are worth owning. because so many of you on twitter said, jim, could you tell me about these other stocks? you give me the hot ones. so last night we talked about johnson & johnson. it's a classic break-up play where management could create a ton of value with the stroke of a pen. and tonight i want to tell you about my favorite big pharma catch-up play. and i don't mean ketchup like this kind, although are you ready skedaddy is my brand, better than buffett ketchup. the one that i like is -- that's a mythical
especially in an environment like this one where people are worried about the global economy, you can count on it here in the united states staying low for a real long time. when interest rates are likely to stay this low, investors from all over the globe flee low-yielding bonds and certificates of deposit and they flock to united states' higher yielding dividend stocks, the ones that have great balance sheets. that's why even though big pharma is the antithesis of sexy, hot in 2013, and why i...
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110
May 2, 2013
05/13
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started buying stocks we had roaring inflation, an unstable government, we had a recessionary-like environment. by the way, we had terrible leadership. we had a cold war, a periodic spike of bad will. suffice it to say, when i belt it, dow 8,050, stocks were expensive. let's say i had "mad money" in 1979 and said, you have to sell, sell, sell. i would have been wrong. 13,850 points wrong. i would have cost you a chance to make a lot of money. but i might have sounded really smart. second, we are not s&p traders here. i don't recommend owning the s&p 500. all those ten negatives that would be applied to the index. lots of people you hear spouting them are index fund people. they look at owning stocks as if they're one stock. they don't like to look underneath the hood. those who make sweeping judgments like the ten brilliant points i made earlier, they can look really smart on a down day, but if you watch this show or have watched it any time in the last eight years, you know i'm not about the market. i'm not about saying, wow, risk on. no. risk off. i know you. i know you are trying to find th
started buying stocks we had roaring inflation, an unstable government, we had a recessionary-like environment. by the way, we had terrible leadership. we had a cold war, a periodic spike of bad will. suffice it to say, when i belt it, dow 8,050, stocks were expensive. let's say i had "mad money" in 1979 and said, you have to sell, sell, sell. i would have been wrong. 13,850 points wrong. i would have cost you a chance to make a lot of money. but i might have sounded really smart....